Brett Renner is a Series 66 licensed advisor at Quantum Financial Partners LLC with 14 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Renner is involved in several non-investment businesses, including ownership and operational roles in a cannabis production company and a restaurant business in the Lake Ozark area. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and manages both individual accounts and a private pooled investment vehicle with performance-based fees.

Keith Heil is a financial advisor at Dale K. Ehrhart, Inc. with 25 years of industry experience. He holds the PFS™ designation as well as Series 65 and Series 66 licenses. Heil is also the owner and investment advisor at Arise Wealth Management, LLC and owns Heil CPA Services, LLC. Dale K. Ehrhart, Inc. provides investment management services to individuals, corporations, charitable organizations, and other registered investment advisers. The firm offers portfolio management and model strategies through its Family Office, TAMP, and Private Client divisions, employing a combination of fundamental analysis, diversified mutual fund and ETF approaches, and more active trading techniques.

Tedi Hughes is a CFP® professional with seven years of industry experience. He is affiliated with Destiny Capital Corporation and has worked with multiple firms including LPL Financial and Raymond James Financial Services. Hughes is also involved with Aspen Wealth Strategies and The IRA Specialist. Destiny Capital serves individuals, high-net-worth clients, trusts, estates, and entrepreneurs with discretionary portfolio management, financial planning, consulting, and tax services through an affiliated entity. The firm uses a blend of strategic asset allocation based on Modern Portfolio Theory along with tactical adjustments and incorporates ESG analysis in its investment process.

Eric Everson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at CreativeOne Securities since 2019 and previously operated Everson Tax & Financial Services, Inc. for 17 years. He is also involved in insurance and retirement plan advisory roles through related businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm combines project-based financial planning with ongoing asset management using fundamental and cyclical security analysis, proprietary model allocations, and access to third-party managers.

Mary Flaherty is a CFP® professional with 13 years of industry experience. She currently works at Prospera Financial Services, Inc. and has previously been associated with firms including Charles Schwab and Focused Alpha, LLC. Mary holds Series 63 and Series 66 licenses. She is licensed for non-variable insurance sales, though she is not actively selling at this time. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through both proprietary and third-party advisory programs.

Colton Mc Call is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has five years of industry experience. He has been associated with Bankers Life and its affiliated entities since 2015. In addition to his advisory role, he is an insurance agent selling life insurance, long-term care, annuities, and Medicare-related products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolios aligned with clients’ goals and risk tolerances.

Cody Hildebrand is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Cetera Wealth Services, Pruco Securities, and Illinois College before joining CWM. Hildebrand is also involved in selling fixed insurance products and provides financial services through Schlipman Wealth Advisors and Carson Wealth Management. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, families, foundations, and institutions. The firm emphasizes discretionary management using model portfolios guided by an in-house Investment Committee and offers comprehensive retirement-plan services alongside a variety of investment and advisory solutions.

Larry Mc Bee is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and Bankers Life and Casualty since 2011, where he manages a team of agents and is involved in hiring and training. Outside of his advisory role, he and his wife own a long-term rental property managed by a third party. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Stanley Adler is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and one year of industry experience. He has been with Bankers Life Advisory Services since 2024 and previously worked at Bankers Life & Casualty, Inc. from 2020. Outside of advisory work, he has experience in insurance agent recruitment and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis, typically managing accounts on a discretionary basis with regular performance reporting.

James Burgess Jr. is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with Cetera. His career includes prior roles at Purk & Associates, P.C. and 1st GLOBAL ADVISORS, Inc. He also serves as a Sergeant Major in the Missouri National Guard. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that supports a broad client base, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified investment management options through a multi-manager platform, combining affiliated and third-party strategies across discretionary and non-discretionary program structures.

Robert Landrum is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1995. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Shawn Manuel is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for nine years. In addition to his advisory role, he serves as president of Strategic Wealth Inc., a corporation offering investment and insurance products, and is vice president and secretary of the Oakwood Hills Estates Property Owners Association. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, offering portfolios that incorporate various asset classes and utilize firm-supported asset allocation and risk management tools.

Jason Becker is a financial advisor at Stifel with 28 years of industry experience. He has been with Stifel since 1997 and holds Series 63 and Series 65 credentials. Becker also serves as a trustee for a non-family trust. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional clients, and charitable organizations. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Richard Carver is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 designation and is based in Osage Beach, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lorraine Myers is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. She previously worked at Stifel, the Pueblo 10th Judicial District Attorney's Office, TBK Bank, and Ball Jones Gowen, Inc. (Raymond James). Myers is also a commissioned public notary in the state of Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Kuebler is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Avantax Advisory Services and New Perspectives Financial Services, which he owns. Kuebler is involved in community and nonprofit activities, serving as treasurer for the Bloomington Rotary Foundation and Knights of Columbus, and holding board positions with Our Lady of the Lake Finance Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, providing both discretionary and non-discretionary strategies across multiple platforms and proprietary model portfolios.

Anthony Reahr is a financial advisor with Edward Jones in Lake Ozark, Missouri, holding Series 63 and Series 66 licenses and totaling 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a board member of the Lake Area Chamber of Commerce and is involved in finance committee work for Osage Hills Church. He also owns and manages Outdoorz Enterprises LLC, a land management business focused on farmland and undeveloped properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment and advisory services. The firm operates a nationwide network of financial advisors and offers both discretionary and non-discretionary strategies, including separately managed accounts and affiliated mutual funds, under a fiduciary standard.

Samuel Beck is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he held positions at Fechtel Beverage, Bank of St. Elizabeth, and Our Lady of the Snows School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Heather Morrow is a financial advisor with Merrill in Lake Ozark, MO, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with Merrill since 2009 and was previously employed at Bank of America, N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Robin Young is a financial advisor with Edward Jones in Eldon, MO, holding the ChFC® designation and Series 63 and 66 licenses, with 22 years of industry experience all at Edward Jones since 2004. Outside of his advisory role, he serves as Chairman of the University of Missouri Extension Board, participates on boards for senior services and nonprofit organizations, volunteers at a soup kitchen, and works as an independent keynote speaker. He is also president of a recently formed nonprofit organization, FMC Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Chalee Crouch is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL Financial, Crouch has worked with INVEST Financial Corp since 2007 and has a long tenure at Central Bank dating back to 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

April Tate is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she worked at OakStar Bank/First National Bank from 2001 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a network of more than 23,000 financial advisors and 15,000 branch offices nationwide.

Dylan Earnest is a financial advisor with OSAIC Wealth Inc. and holds a Series 66 designation. He has one year of industry experience and has worked at Strategic Wealth Inc and Gates Corporation in prior roles. Outside of his advisory work, he serves as a board member of Rolling Hills Country Club. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include a variety of investment vehicles and supports both discretionary and non-discretionary account management.

Richard Vest is a financial advisor at OSAIC with the designations ChFC® and Series 63 and has 42 years of industry experience. He was previously with Royal Alliance Associates for 17 years and has been self-employed since 1982. Outside of his advisory role, he owns an employee benefit consulting firm and participates on the finance committee of St Joseph Parish, reviewing budgets and financials. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services through a large network of affiliated advisors. The firm employs various investment tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Clayton Bentzen is a financial advisor with LPL Financial and holds a Series 66 designation. He has 16 years of industry experience, including roles at Central Trust Bank, INVEST Financial Corp, and Edward Jones. Bentzen is also involved as a non-variable insurance agent through Investor Services Insurance, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, with access to model portfolios, third-party subadvisors, and various institutional platforms.

Rick Duncan is a financial advisor with Edward Jones in Osage Beach, Missouri, holding Series 65 and Series 63 licenses and 42 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory role, Duncan is involved in managing commercial real estate, including mobile home parks, through various holding companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,700 financial advisors and operates under a fiduciary standard.

Dylan Mason is a financial advisor with LPL Financial in Osage Beach, MO, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Merrill, Stifel, and several banking institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management products, utilizing both proprietary and third-party strategies.

Kevin Nicol is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 43 years of industry experience and has operated multiple financial and advisory firms over the past three decades. Nicol serves as a board member for the Southern Illinois University at Edwardsville Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers portfolio management through various platforms and models, with a combination of proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches.

Robert Groene is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.